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Original filing (PDF)20251015071842NAL0001964771001
DAC GROUP/CHICAGO, INC.
Form 5500
FILING_RECEIVED
DAC GROUP/USA 401(K) PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
299
Accounts w/ balance
265
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "dates through June 2029 $" is 50% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAC GROUP/CHICAGO, INC..
Plan sponsor
Name
DAC GROUP/CHICAGO, INC.
EIN
34-1324678
Address
444 N MICHIGAN AVE, STE 1270 · CHICAGO, IL · 60611
Phone
(416) 492-3214
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RDG & PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIMKUS, MARCIANO & ASSOCIATES | 22-2725182 | ROCHESTER, NY | TPA | $7K | — |
Investments
30 direct securities· $21.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| dates through June 2029 $ | — | — | $9.2M | $10.7M | 100.0% | |
| Vanguard Balanced Index Adm Mutual Fund - 57,900 shares | — | — | $2.5M | $2.8M | 26.2% | |
| Vanguard Total Stock Market Index Adm Mutual Fund - 9,371 shares | — | — | $949K | $1.3M | 12.3% | |
| Pioneer Funamental Growth K Mutual Fund - 32,214 shares | — | — | $916K | $1.1M | 10.5% | |
| Columbia Dividend Income I3 Mutual Fund - 24,020 shares | — | — | $711K | $810K | 7.6% | |
| Vanguard Mid Cap Index Adm Mutual Fund - 1,738 shares | — | — | $412K | $568K | 5.3% | |
| Vanguard Small - Cap Index Adm Mutual Fund - 4,588 shares | — | — | $414K | $528K | 4.9% | |
| Dodge & Cox Stock Fund I Mutual Fund - 1,869 shares | — | — | $412K | $481K | 4.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund - 8,834 shares | — | — | $402K | $453K | 4.2% | |
| Vanguard Total Intl Stock Adm Mutual Fund - 13,023 shares | — | — | $383K | $413K | 3.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund - 7,298 shares | — | — | $387K | $406K | 3.8% | |
| American Funds New World R6 Mutual Fund - 4,999 shares | — | — | $369K | $385K | 3.6% | |
| Tweedy, Browne International Value Mutual Fund - 10,972 shares | — | — | $297K | $280K | 2.6% | |
| Baird Aggregate Bond Inst Mutual Fund - 16,817 shares | — | — | $173K | $162K | 1.5% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund - 3,110 shares | — | — | $133K | $155K | 1.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund - 3,450 shares | — | — | $133K | $149K | 1.4% | |
| AB Global Bond Z Mutual Fund - 14,135 shares | — | — | $105K | $97K | 0.9% | |
| DoubleLine Total Return Bond I Mutual Fund - 10,714 shares | — | — | $104K | $93K | 0.9% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund - 2,481 shares | — | — | $65K | $74K | 0.7% | |
| Victory Sycamore Established Value I Mutual Fund - 1,372 shares | — | — | $65K | $63K | 0.6% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund - 1,469 shares | — | — | $54K | $56K | 0.5% | |
| Vanguard Short - Term Invest Grade Adm Mutual Fund - 5,230 shares | — | — | $54K | $54K | 0.5% | |
| Vanguard Federal Money Market Inv Money market - 50,454 shares | — | — | $50K | $50K | 0.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS 9.0% to 9.5%; maturing at various | — | — | $37K | $37K | 0.3% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund - 1,510 shares | — | — | $34K | $36K | 0.3% | |
| PGIM High Yield R6 Mutual Fund - 6,655 shares | — | — | $33K | $32K | 0.3% | |
| Eaton Vance Atlanta Capital SMID - Cap R6 Mutual Fund - 613 shares | — | — | $23K | $26K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund - 929 shares | — | — | $25K | $25K | 0.2% | |
| Artisan Global Value Fund Inv Mutual Fund - 492 shares | — | — | $10K | $11K | 0.1% | |
| PIMCO Commodity Real Ret Strat Instl Mutual Fund - 108 shares | — | — | $2K | $1K | <0.1% |
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